3,465 hedge funds and large institutions have $365B invested in Visa in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,406 increasing their positions, 1,491 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,465
Holders Change
+51
Holders Change %
+1.49%
% of All Funds
54.64%
Holding in Top 10
519
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-5.46%
% of All Funds
8.18%
New
185
Increased
1,406
Reduced
1,491
Closed
101
Calls
$4.28B
Puts
$2.97B
Net Calls
+$1.3B
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
2701
Moser Wealth Advisors
Washington
$579K +$579K +2,440 New
FFG
2702
Frisch Financial Group
New York
$579K -$181K -763 -24%
AAM
2703
Augustine Asset Management
Florida
$579K +$5.46K +23 +1%
CG
2704
Clarus Group
Texas
$578K +$578K +2,435 New
FCM
2705
Fourpath Capital Management
Oklahoma
$576K -$26.1K -110 -4%
DWA
2706
Dougherty Wealth Advisers
Minnesota
$574K
RWA
2707
Redhawk Wealth Advisors
Minnesota
$572K +$212K +894 +59%
SPP
2708
Single Point Partners
Massachusetts
$572K +$70.3K +296 +14%
TRIA
2709
Trail Ridge Investment Advisors
Colorado
$572K -$45.1K -190 -7%
TVAMP
2710
Tennessee Valley Asset Management Partners
Tennessee
$572K +$475 +2 +0.1%
AWM
2711
Aprio Wealth Management
Georgia
$571K +$17.6K +74 +3%
AIM
2712
Aigen Investment Management
New York
$570K -$7.92M -33,345 -93%
KFSC
2713
Keystone Financial Services (Colorado)
Colorado
$570K +$713 +3 +0.1%
SSG
2714
Summit Securities Group
New York
$570K +$104K +438 +22%
FCA
2715
FinTrust Capital Advisors
South Carolina
$570K
PFA
2716
Professional Financial Advisors
Nebraska
$568K -$576K -2,424 -50%
SWM
2717
Stockman Wealth Management
Montana
$568K -$10.9K -46 -2%
PCMF
2718
Private Capital Management (Florida)
Florida
$567K +$130K +548 +30%
PA
2719
Probity Advisors
Texas
$565K +$565K +2,381 New
HCM
2720
Hengehold Capital Management
Ohio
$565K -$49.2K -207 -8%
RW
2721
Rede Wealth
Virginia
$562K +$18.3K +77 +3%
VI
2722
Versor Investments
New York
$561K -$152K -638 -21%
LPAM
2723
Lodestar Private Asset Management
California
$561K +$9.5K +40 +2%
CWG
2724
Crown Wealth Group
North Carolina
$560K -$36.3K -153 -6%
LRIA
2725
Leonard Rickey Investment Advisors
Washington
$559K +$5.94K +25 +1%